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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,947 | $89,370-79.9% | $141,197-87.3% | $72,976-75.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 16.02% | 111.88%-95.9pp | 71.41%-55.4pp | 81.02%-65.0pp |
| Employer contribution / active EE | $2,952 | $3,115-5.2% | $4,736-37.7% | $2,440+21.0% |
| Participant deferral / active EE | $5,114 | $5,419-5.6% | $6,710-23.8% | $3,608+41.8% |
| Admin fee / account holder | $7,365 | $5,957+23.6% | $10,265-28.3% | $5,124+43.7% |